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California Residential Or Commercial Property Tax California Sales Tax Issues & Audits Corporate & Service Tax Estate & Present Taxation State & Federal Tax Controversies Estate Planning We assist our clients prevent probate, secure their assets from financial institutions, and lessen taxes when transferring wealth to successive generations. Advanced Estate Planning Charitable Trusts/ Structures Educational Trusts Estate Tax Return Preparation Household Company Succession Household Legacy Planning Life Insurance Coverage Trusts Probate & Trust Administration Retirement Benefit Preparation Wills & Living Trusts When a specific matter falls outside the scope of our practice, we will refer it to a relied on expert, a member of our recommendation network with tested abilities and capabilities (Estate Planning).

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